Navigating bond markets in a volatile post-election market
Rates decision-making just got more difficult, we play for lower yields and steeper curves
Trump
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Chris Metcalfe: The confusing paradox created by Trump and Brexit
Certain geopolitical events have positively affected clients’ bottom line
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Weekly outlook: Plan B for Brexit, Hargreaves results and US govt shutdown
The key events for UK wealth managers for the week starting 28 January
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Seven investors on what to look out for in the US midterms
Democrats and Republicans face off on 6 November
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Hector Kilpatrick: Trump sycophants made us risk-off
US president’s tiffs with world leaders knock Cornelian CIO’s confidence
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Bullish Republicans set to get burnt by Trump trade
US partisan politics is affecting equity allocations in retail portfolios
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US equities sentiment switches for first time in Trump era
Sentiment towards US equities has turned from negative to neutral among European fund selectors for the first time since Donald Trump won the presidential election in November 2016, according to Last Word Research.
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Five absolute return takes on the Trump trade war
Absolute return managers weigh in on how they are positioned for the potentially volatile fallout of a US trade war as Donald Trump announces tariffs on $200bn of Chinese goods.
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UK funds invest $650m in Trump detention camps
St James’s Place (SJP), Neptune and Aviva Investors are among asset managers with $657.7m in three companies connected with US detention camps holding immigrants and their children.
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Vanguard and Blackrock exposed to US child detention camps
Blackrock has blamed index tracking products for its large stake in a contractor involved in child detention centres in the US, while Vanguard, along with several active investors, has been silent on its exposure to the political controversy.
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PA ANALYSIS: Go for gold amid political chaos and reinflation
Brexit, the US missile attack on Syria and new tensions with Iran, North Korea and Russia have all helped to bring gold into play in recent weeks.
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Tech and regional banks – opportunities under Trump’s ‘new normal’
The market’s adjustment to life under President-elect Donald Trump has been worryingly quick say Matt Ward and Jenny Jones.
